Wealthspire Advisors (Maryland)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.04M | Buy |
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|
2020
Q2 | $4.25M | Sell |
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|
2020
Q1 | $6.89M | Sell |
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|
2019
Q4 | $10.4M | Buy |
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|
2019
Q3 | $9.17M | Buy |
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|
2019
Q2 | $9.04M | Buy |
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|
2019
Q1 | $8.75M | Sell |
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|
2018
Q4 | $8.89M | Buy |
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|
2018
Q3 | $6.42M | Sell |
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|
2018
Q2 | $6.17M | Buy |
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|
2018
Q1 | $6.06M | Buy |
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|
2017
Q4 | $5.46M | Buy |
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|
2017
Q3 | $5.1M | Buy |
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|
2017
Q2 | $4.46M | Buy |
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|
2017
Q1 | $3.92M | Buy |
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|
2016
Q4 | $3.75M | Sell |
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|
2016
Q3 | $3.55M | Sell |
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|
2016
Q2 | $3.5M | Buy |
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|
2016
Q1 | $3.35M | Sell |
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|
2015
Q4 | $3.34M | Buy |
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